Strategic Planning

• 1-day retreat to refine mission, vision, and 3-year goals
• 2-day retreat with SWOT analysis and a long-term roadmap
• A detailed written strategic plan

Leadership & Board Development

• Executive coaching, hourly or on retainer
• Team coaching on communication and effectiveness
• Board training and custom governance workshops

Organizational Assessment

• A one-time organizational health check
• Quarterly or annual deep-dives
• Reports with actionable recommendations and benchmarks

Nonprofit Certification & Compliance

• Mission and bylaws development
• Budget preparation and IRS Form 1023 assistance
• Ongoing compliance reviews

Fundraising Readiness

• An assessment of your fundraising capacity
• A clear case for support
• Donor research to find the right funders

Grant Writing

• Funder research and outreach
• Private foundation proposals
• State and federal applications

Proposal Support

• Proposal development from concept to submission
• Editing and review of your team's drafts
• Preparation for funder meetings

Communications & Marketing

• Brand messaging and positioning
• Narratives for websites and campaigns
• Brochures, annual reports, newsletters, and press releases

Technology Assessment

• An inventory of your systems, accounts, and access
• Security basics and unused license savings
• A prioritized roadmap with cost estimates

Microsoft 365 & Email

• Setup, migration, and cleanup of email, files, and calendars
• Licensing, including nonprofit grants and discounts
• Shared mailboxes, permissions, and account security

Systems & CRM Integration

• Connect your database, accounting, scheduling, and website
• Bring older systems into one workflow
• Tool selection, including AI assistants, with staff training

Websites & Digital Presence

• Website consulting, design, and hosting
• Contact and intake forms that reach the right person
• Branded email signatures and digital strategy

Strategy & Leadership

• Strategic planning with ownership and management
• Coaching for general managers and department heads
• Assessments of departments and workflows

Rooms & Inventory

• What affects your room inventory and your share of the market
• Getting out-of-order and out-of-service rooms back online faster
• Front desk, housekeeping, and engineering working in tandem

Training & Team Development

• Service and leadership training for front desk, banquet, and management teams
• Hands-on training on new systems
• Mental Health First Aid training for staff

Events & Guest Experience

• Event experience design and coordination
• Group and banquet workflows from sales to the kitchen to the floor
• Reviews of service standards and guest-facing workflows

Technology & Operations

• Property, point-of-sale, and accounting systems that work together
• Microsoft 365, email, and account security
• Reporting for ownership in one place

Marketing & Funding

• Websites and digital presence
• Brand messaging and marketing collateral
• Grant funding for historic properties and nonprofit venues

Leadership & Team Training

• Leadership development
• Teamwork and communication
• Staff development

Nonprofit Skills Training

• Grant writing
• Nonprofit effectiveness and management
• Marketing and board development

Event Coordination

• Conferences and summits
• Staff and board retreats
• Fundraising galas

Mental Health First Aid Training

• Training to recognize and respond to mental health crises
• Ongoing check-ins, resources, and updates
• One-on-one consultations for leaders and HR

Assess

• A full assessment of your organization, including its technology
• A clear picture of strengths and gaps
• A shared plan with clear priorities

Build

• New systems and technology
• Staff and board training
• Leadership coaching

Report

• Outcome tracking
• Progress reports for leadership and boards
• Plan updates as your needs change

Funding

If Grants Apply

• Funder research
• Capacity-building proposals that budget for the work
• A review of each funder's rules before you apply